Triple'A Plus

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Overview

Triple’A Plus is a sophisticated investment management platform designed to help portfolio managers and relationship managers service large numbers of investment portfolios and high-net-worth and ultra-high-net-worth clients.

Triple’A Plus is designed for wealth management institutions seeking to:

  • generate sustained outperformance across a broad range of investment portfolios
  • increase productivity and counter margin pressures by automating the investment process, allowing portfolio managers to focus on high-value-added tasks and exception management
  • attract and retain the more demanding next-generation investors by offering a superior range of financial products and services.

Modelled on high-value client service, centralised management of investment strategies and automated processing of the transaction lifecycle, the Triple’A Plus private banking platform provides cutting-edge and seamlessly-integrated capabilities encompassing the realm of business activities. 

Key Features

  • Real-time and event-driven client and portfolio monitoring
  • Automated multi-portfolio rebalancing
  • Sophisticated risk monitoring (stress-testing, what-ifs, statistical)
  • Advanced performance analysis
  • Comprehensive instrument coverage
  • Structured proposal generator which can be parameterised  
  • Flexible modelling capabilities
  • 360-degree view of your high and ultra-high-net-worth clients and their investments
  • Powerful client view reporting

Key Benefits

Benefits for portfolio and relationship managers:

  • Powers portfolio management, analysis and rebalancing; client, portfolio and risk monitoring; and advanced performance analysis
  • Rich yet intuitive web-user interface
  • Event-driven processes
  • Enables management by exception
  • Single customer view, real-time information

Benefits for management and compliance:

  • Helps attract and retain the best portfolio and relationship managers
  • Integrated and near-real-time view of risk and performance across the business
  • Low total cost of ownership

Benefits for IT:

  • Single platform with comprehensive coverage
  • Multi-currency/language/channel/time-zone functionality
  • Strong integration layer that supports straight through processing
  • Easy integration with any back office, broker or custodian service
  • Open architecture